Lenox Wealth Advisors’s MSCI MSCI Stock Holding History

Lenox Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-3	Closed	-$2K	–	910
2021 Q4	$2K	Sell	3 -23	-88%	-$14.4K	﹤0.01%	740
2021 Q3	$16K	Sell	26 -51	-66%	-$31.2K	﹤0.01%	397
2021 Q2	$41K	Buy	77 +51	+196%	+$24.3K	0.01%	254
2021 Q1	$11K	Hold	26	–	–	﹤0.01%	400
2020 Q4	$12K	Hold	26	–	–	﹤0.01%	397
2020 Q3	$9K	Hold	26	–	–	﹤0.01%	387
2020 Q2	$9K	Sell	26 -49	-65%	-$15.8K	﹤0.01%	391
2020 Q1	$22K	Buy	75 +49	+188%	+$13.9K	﹤0.01%	246
2019 Q4	$7K	Hold	26	–	–	﹤0.01%	449
2019 Q3	$6K	Hold	26	–	–	﹤0.01%	394
2019 Q2	$6K	Sell	26 -57	-69%	-$12.8K	﹤0.01%	310
2019 Q1	$17K	Buy	83 +57	+219%	+$9.92K	﹤0.01%	223
2018 Q4	$4K	Hold	26	–	–	﹤0.01%	303
2018 Q3	$5K	Sell	26 -113	-81%	-$19.6K	﹤0.01%	311
2018 Q2	$23K	Buy	139 +113	+435%	+$17.8K	0.01%	234
2018 Q1	$4K	Hold	26	–	–	﹤0.01%	436
2017 Q4	$3K	Buy	+26	New	+$3.25K	﹤0.01%	291

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lenox Wealth Advisors's MSCI Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of MSCI (MSCI) in Q1 2022, closing a stake of 3 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in MSCI in Q4 2017 and held it in 17 quarters. The position peaked at $41K in Q2 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2022.

Lenox Wealth Advisors reported no remaining MSCI position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 3 MSCI shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in MSCI in Q4 2017 and held it in 17 quarters.
Lenox Wealth Advisors's MSCI position peaked at $41K in Q2 2021.
819 funds tracked by Wall St. Rank held MSCI as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.